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How stocksbrew works
45 guides · about 76 minutes in all · 58 glossary terms · 3 calculators
Read it in order once, then come back for the page you need.
45 guides · about 76 minutes in all · 58 glossary terms · 3 calculators
01Start here
What the product is, your first ten minutes, and how to read the two things you will open most.
- 1What stocksbrew is and is notA research and tracking tool for US stocks. It reads the market for the names you own or watch and tells you what changed. It never touches your money.2 min
- 2Your first ten minutesSeven steps from an empty account to a briefing that is about your stocks, with one agent set and, on Pro, one alert.2 min
- 3How to read a briefingThe briefing is ordered by what needs you. Each item gives the number, the reason if we have one, a next step and the source.2 min
- 4How to read a stock reportThe report runs from the call at the top to the raw evidence below it. Every panel names its source and the time it is from.2 min
- 5Free vs ProReading is free. Having the agent work for you across everything you own is Pro. The table below is the one the product enforces.3 min
02Briefing
How the daily read is ordered, when a move gets a reason, and what the buttons save.
- Needs you, worth knowing, coming up, quietHow an item lands in each part of the briefing, and why the quiet list is there at all.2 min
- When we give a reason for a moveA price move gets a reason only when research found one in dated sources. Otherwise the move shows with its number and no reason line.1 min
- Got it, keep watching and historyWhat the two buttons on an item do, what is saved, and how far back you can look.1 min
- The briefing by emailWhich emails exist, who gets each one today, and how to turn them off.1 min
03Portfolio
Entering holdings, analytics, alerts and the practice account.
- Adding holdingsThe difference between holding and watching, what to enter for a holding, and what the product does with it.2 min
- Portfolio analyticsWhat the figures under your holdings work out, how each one is computed and what it leaves out.1 min
- AlertsAlerts arrive by email. The kinds of alert, when each one fires, and what Free includes.2 min
- The practice accountA paper account with $100,000 of pretend money. How orders fill, what is compared with what, and how it differs from real trading.1 min
04Research
The wire, calendar, screener, themes, compare, markets, filings and signals.
- The wireHeadlines in time order with the stocks they name. How a headline gets a ticker, and why some do not.1 min
- The calendarOne agenda for earnings, IPOs, dividends and economic events. Where the dates come from and why a date can move.1 min
- The screenerFilter the stocks we cover by fundamentals, price behaviour and our call. What the universe is and what a screen cannot tell you.1 min
- Themes and idea basketsA theme is a thesis and a list of stocks that fit it, with the reason for each line. How to read one without treating it as a recommendation.1 min
- Comparing stocksPut two to four stocks side by side on the same measures, and know which differences mean something.1 min
- Markets beyond stocksIndices, ETFs, rates, commodities, currencies, crypto, volatility and prediction markets. The source of each and how deep the coverage goes.1 min
- SEC filingsWhat the common form types are, which ones matter for a holder, and how fast they reach the stream.1 min
- SignalsUnusual movers with their explanation, what Reddit is discussing and policy posts that name companies. What each can and cannot support.1 min
05Follow
13F funds, Congress and insiders, and how a record is measured from the filing date.
- What a 13F is, and its 45-day lagA 13F is a quarter-end list of a manager's US-listed long positions, filed up to 45 days late. What that list can tell you and what it leaves out.2 min
- How filing-date performance is measuredEvery record on Follow starts on the day a filing became public, not the day of the trade. Here is the exact portfolio behind the number and why we measure it that way.2 min
- Congress disclosures and the STOCK Act windowsWhat members of Congress must report, how late a report can be, why amounts are ranges, and which reports we can and cannot read.2 min
- Form 4 insiders and cluster buysWho counts as an insider, which of their trades we keep, and what three insiders buying in the same month does and does not mean.2 min
06Strategies and backtests
What a backtest can tell you, the biases, the costs and how each number is computed.
- What a backtest can and cannot tell youA backtest applies fixed rules to past prices. It is good at ruling ideas out and bad at promising anything. How to read ours.2 min
- Survivorship biasOur stock backtests run on the companies we cover today. The ones that failed along the way are missing, which flatters every result. How much, and what we do about it.2 min
- Lookahead, and how trades are timedA backtest cheats if a decision uses a price it could not have known. The exact timing rule our engine follows, and the one place hindsight still gets in.2 min
- Costs in a backtestEvery trade in our backtests pays a cost, on by default. What is charged, what is not, and why turnover decides how much it matters.1 min
- How each number is computedThe exact definition of total return, CAGR, volatility, Sharpe, max drawdown, hit rate and turnover as our engine calculates them.3 min
- How a strategy picks its stocksA strategy is a pool, some filters, a ranking and a rebalance schedule. The signals available and how to read the basket it holds today.2 min
- Running your own backtestGive the backtester tickers and weights and it returns the record against the S&P 500. What to enter, what you get back and the bias you bring with you.2 min
07Agents
Standing jobs, their triggers, the run log, and why a quiet day is still written down.
- Agents and their triggersAn agent is a standing job: one rule, checked for you on a schedule, an event or a price. The ten templates and exactly when each one reports.3 min
- The run logEvery check an agent makes is written down with its decision, what it looked at and where each finding came from.2 min
- Why "did nothing" is a resultAn agent that only speaks when something happens cannot be told apart from one that is broken. So every check is recorded, and not knowing is kept separate from nothing happening.1 min
08Ask
How answers are sourced and what the copilot will not do.
- How sources work in AskAsk is a chat that answers from our data. Every figure in an answer has to come from a lookup made in that conversation, and the lookup is shown to you.2 min
- What Ask will not doIt will not trade, will not tell you what to buy, will not guess a number and will not change your account without a yes. The limits, and why each one is there.2 min
09Methodology
Where every data set comes from, how calls are produced, what a model writes, and corrections.
- Where the data comes from and how fresh it isEvery data set in the product, its source, how to tell how old it is and what it does not cover.2 min
- How calls and zones are producedThe call on a stock comes from a fixed scoring rule, not from a model's opinion. The inputs, the thresholds and where each price zone comes from.3 min
- What is written by a model and what is notA plain list of which parts of the product a language model writes, which parts are arithmetic or copied from a source, and how the two are kept apart.2 min
- Editorial standards and correctionsThe standard our published writing is held to, how comparisons with other products are handled, and what happens when you report an error.2 min
- Who writes thisstocksbrew is built and written by one person. Who that is, what the experience behind it is, and what it is not.1 min
10Tools
Three small calculators that run in your browser.
- Position size calculatorHow many shares to buy so that being wrong costs a set amount. Enter your account, the risk you accept, your entry and your stop.2 min
- CAGR calculatorTurn a starting value, an ending value and a period into a yearly growth rate, and see what a rate does to a starting amount.1 min
- Drawdown recovery calculatorA fall needs a larger gain to undo it. Enter a drawdown to see the gain required, and how long that takes at a steady return.1 min